Robert DiBenedetto

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Robert joined HB Wealth in July 2025. He is a Wealth Advisor responsible for providing investment and wealth planning advice to business owners and their families, along with their trusts, estates, retirement plans, and foundations. In conjunction with HB, he provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multi-generational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.

Before joining HB Wealth, Robert spent six years with Bernstein Private Wealth Management in Atlanta. He brings deep experience from his prior role as a Wealth Advisor, primarily serving business owners, their families, retirement plans, and foundations.

An engaged member of the Greenville, SC community, Robert recently served as President of the Christ Church Episcopal School Alumni Association, where he helped foster meaningful alumni engagement and supported the organization’s mission alongside a dedicated team of volunteers. He will continue to serve in a leadership role as Past President in the coming year.

Robert earned his Bachelor’s degree in English with a concentration in Writing & Publication Studies from Clemson University and went on to receive his International Master’s in Business Administration from the University of South Carolina. He is registered with FINRA.

Robert’s passions, which include sports, hunting, fishing, and conservation work, are seasonal by nature and keep him looking forward to each rotation around the sun. He finds the most joy in fellowship and sharing his love for the outdoors with others — especially his wife (Hannah), son (Robert), daughter (Leigh), and black lab (Boozie).

Greg Belatti, J.D., MBA

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Greg joined HB Wealth in May 2025. He brings a unique blend of legal, operational, and leadership experience to his role. As a J.D./MBA with years of experience inside a multi-family office, Greg has spent his career helping families make smart decisions—whether it’s coordinating with advisors, planning for generational transitions, or just keeping the day-to-day running smoothly.

Before joining HB Wealth, Greg served as Partner and General Counsel for a family investment firm, where he helped lead strategic initiatives across legal, operations, and estate planning. His earlier career includes nearly a decade as a corporate attorney focused on franchise, real estate, and business transactions. He also served as a U.S. Navy Supply Corps Officer, where he was responsible for logistics and financial operations during overseas deployment—a role that shaped his steady, solutions-oriented approach.

Greg serves as an Advisory Board Member of the Chick-fil-A Peach Bowl.

Greg earned his undergraduate degree from the University of Notre Dame, earned his J.D. from the University of Illinois Chicago School of Law, and later added an MBA from the Georgia Tech Scheller School of Business.

When he’s not working with families or legal teams, you can find him spending time with his own family, coaching youth sports, or enjoying a round of golf.

Todd Wickwire

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Todd joined HB Wealth in January 2025 as a Shareholder after working with WMS Partners. He is a Managing Director, working with HB Wealth’s senior leadership to align growth priorities with the company’s overall mission and vision.

Prior to joining HB Wealth, Todd was CEO of WMS Partners, a multi-family office based in Baltimore, Maryland, that merged with HB Wealth in January of 2025. Before beginning his career in wealth management in 2019, Todd enjoyed a three-decade career in investment banking, holding senior positions across a variety of departments, including mergers & acquisitions, corporate finance, institutional sales & trading, and research. Todd began his career as an investment banker at Alex. Brown & Sons before joining Wells Fargo Securities as Head of Equity Capital Markets and ultimately assuming the role of Director of U.S. Equity Research. While at Wells, Todd was chairman of the firm’s equity transaction screening committee and a voting member of the firm’s equity underwriting commitment committee.

Todd graduated Phi Beta Kappa from Franklin & Marshall College and earned his MBA from the Wharton School of the University of Pennsylvania.

Molly Guenther, CFP®, CFA

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Molly joined HB Wealth in March 2025 as a Senior Wealth Advisor. She works with her clients to help them achieve their long-term goals through financial planning, investing and strategic estate planning.

Before joining HB Wealth, Molly spent eight years with Buffington Mohr McNeal in Boise, Idaho as an Investment Strategist. She spent time at Montag Wealth Management and SunTrust Banks in Atlanta, GA prior to moving to Idaho.

Molly is a member of the Rotary Club of Boise and serves on the Finance Committee for Ronald McDonald House Charities of Idaho. She was honored for Excellence in Finance by the Idaho Business Review in 2022.

Molly holds a Bachelor of Science degree in Management from Georgia Institute of Technology. She is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER® professional. Molly is a member of the CFA Society of Atlanta.

Molly enjoys running, biking, watching baseball and spending time with family and friends.

Please see Important Disclosure Information Regarding Awards and Recognition

Lex Smith, CFP®

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Lex joined HB Wealth in September 2024 and serves as a Senior Wealth Advisor & Shareholder in HB Wealth’s Family Office division. He has over 30 years of extensive experience in financial services. Lex specializes in advising ultra-high-net-worth families on complex issues, including income tax, estate tax, investment and insurance strategies, financial planning, and family governance.

Before joining HB Wealth, Lex spent more than 25 years at SunTrust Bank and its successor, Truist Financial, where he led commercial and wealth management teams. He served as a City President from 2004-2019 representing the bank throughout the Greater Tampa Bay area and was the Senior Wealth Advisor for a select group of distinguished families

Lex earned his Bachelor of Science from the University of Florida, majoring in Finance with a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER® professional. Lex has also held prominent leadership roles as past Chairman of the Board for the Pasco County Economic Development Council, CareerSource Pasco Hernando, and SunTrust Bank, Nature Coast.

Outside of his professional commitments, Lex enjoys outdoor activities and cherishes quality time with his family, including his wife, daughter, son, and grandson.

Brad Glover, CFA

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Brad joined HB Wealth in September 2024 as a Shareholder in HB Wealth’s Family Office division. He specializes in delivering comprehensive wealth management strategies to ultra-high-net-worth families and family offices. With extensive experience in complex investment management, financial planning, tax strategy, estate planning, philanthropic initiatives, and family governance and education. Brad is adept at addressing the unique needs of his clients. His expertise in investment management enables him to provide a holistic approach, including customized asset allocations, investment selection, asset location strategies, risk management, and comprehensive performance reporting. Additionally, he has a robust background in private and alternative investing, further enhancing his ability to serve the needs of ultra-high-net-worth clients effectively.

Before joining HB Wealth, Brad served as Senior Vice President at Truist Wealth within the GenSpring segment (formerly GenSpring Family Offices), where he was responsible for the investment experience of approximately 25 families with assets exceeding $1.5 billion.

During his tenure, Brad was a member of GenSpring’s portfolio construction group and the NextGen committee, and he contributed to the family symposium steering committee. He also played a role in developing content for the firm’s family office services group and was a featured speaker at the firm’s numerous symposiums, NextGen conferences, and learning series focusing on topics such as next generation investing, behavioral and thematic investing, family office dynamics, and entrepreneurship.

Brad began his career at United Bankshares, where he initially served as a credit analyst, underwriting the bank’s most complex transactions with a primary focus on the commercial real estate and oil and gas sectors. He subsequently advanced into a management development role, gaining significant experience across all wealth management departments, including operations, compliance, sales management, and executive leadership. His performance ultimately led to his role as Principal of the bank’s dually registered broker-dealer and RIA subsidiary.

Brad graduated from West Virginia University with a B.S. in Accounting and Finance. He is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Tampa Bay.

He enjoys spending time with his wife, three children, and adopted border collie, traveling, being outdoors, and playing golf.

Benjamin DePalmo

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Benjamin joined HB Wealth in September 2024 and serves as an Associate Wealth Advisor in HB Wealth’s Family Office division. He is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Before joining HB Wealth, Ben worked as an Investment Analyst at Truist Wealth where he focused on client-specific investment strategies for individuals and families. He started his career as a Wealth Associate where he worked closely with Wealth Advisors on building customized wealth plans that focused on retirement planning, investment strategy, and risk management.

Ben graduated from Florida State University with a Bachelor of Science in Finance and is currently a Level III Candidate in the CFA program.

He enjoys traveling, playing the guitar, and spending time with family and friends.

Larry Parkin, CFP®

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Larry joined HB Wealth in July 2024 as a Market Leader for Florida. He is an experienced wealth leader with an extensive background (25 years) in private banking and family office services.

Before joining HB Wealth, Larry served most recently as the Managing Director leading West Florida for Truist’s Private Wealth Management division. He started his career at SunTrust Bank in 1998 in a management training program. He graduated to become a successful Middle Market Banker in SunTrust’s Commercial line of business for the next five years. Larry then transitioned into a leadership role in SunTrust’s Private Wealth Management group managing the Tampa Bay region. His geographic responsibilities ultimately grew to include all of West Florida (Sarasota through Naples).

Active in his community, Larry has been Chairman of the Arts Center in St. Petersburg, volunteered for the city through the Suncoasters organization, graduated from Leadership Tampa Bay, sat on the Board of The Tampa Connection, and hosted fundraisers for Bayfront Hospital and Equality Florida.

Larry graduated from the University of Florida with dual degrees in Finance and Insurance, and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER® professional, completed a three-year Securities Industry Institute at the Wharton Business School at the University of Pennsylvania, and spent 10 years on FINRA’s National Series 7 Exam Committee.

He enjoys traveling (cruising, RVing, and Europe), tennis, and boating.

Keith Johnson, CFP®

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Keith joined HB Wealth in September 2024 and serves as a Senior Wealth Advisor & Shareholder in HB Wealth’s Family Office division. He has over 20 years of experience delivering comprehensive wealth management solutions to high-net-worth and ultra-high-net-worth families. In his role, Keith tailors the services based on the complexity of each client’s specific needs to reach their unique goals.

Before joining HB Wealth, Keith was a Managing Director with Truist Wealth, focusing on estate planning, investment, and risk management, as well as credit and banking solutions. As a Wealth Advisor within Truist, he worked as the lead relationship manager to high-net-worth and ultra-high-net-worth individuals and families providing thoughtful comprehensive advice. Keith specializes in pre-sale transaction planning, helping to guide clients through business transitions.

An active member of the community, Keith serves as the current Board Chair for Children First, Inc. in Sarasota. He also serves on the boards of The Gulf Coast Community Foundation and the Boys and Girls Club of Manatee County.

Keith graduated from the University of Florida with a Bachelor of Science in Accounting and earned his M.B.A. from The Georgia Institute of Technology. He is also a CERTIFIED FINANCIAL PLANNER® professional.

He enjoys traveling, boating, golfing, and spending time with family and friends.

Michael A. Woocher, CFP®, J.D.

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Michael joined HB Wealth in April 2024 as Chief Advisory Officer. In this role, he will lead the firm’s accomplished group of financial advisors, position the firm for continued growth by developing its next generation of advisors, and attract and integrate new advisors related to future strategic hires and acquisitions. Michael will also remain directly connected to the client experience by advising a select group of ultra-high-net-worth clients.

Prior to joining HB Wealth, Michael was Managing Director at Bernstein Private Wealth Management from 2015-2024, leading its Atlanta office and serving as lead advisor for a small group of distinguished families. Michael was an executive and advisor at SunTrust Bank and GenSpring Family Offices, its ultra-high-net-worth family office affiliate, from 1997-2014, a tenure which included roles as President of GenSpring’s Buckhead Family Office and later as GenSpring’s Head of Client Development. Michael has been guiding wealthy families on investments, income and transfer tax planning, risk management, philanthropy and family engagement, governance, and communication for more than 25 years.

Michael graduated from Emory University with a Bachelor of Arts in Political Science. He received his Doctor of Law (J.D.) from the University of Georgia School of Law. He is also a CERTIFIED FINANCIAL PLANNER® professional. Michael is an active participant in the Atlanta community. He is a current Board Member and incoming Chair of the Endowment Committee of The Lovett School. He previously served on the Boards of the Atlanta History Center, the William Breman Jewish Heritage Museum, and the Friends of the First Tee of East Lake. He is a member of the Atlanta Estate Planning Council and Fiduciary Section of the State Bar of Georgia.

Michael lives in Buckhead with his wife Katherine. They have four sons and a Golden Retriever named Herschel (Go Dawgs!). When not in the office, Michael enjoys time with his family as well as golf, fishing, cooking, and exploring small towns throughout the south.

 

Samuel Leech, CFP®

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Samuel joined HB Wealth in November 2023 as an Associate Wealth Advisor with HB Wealth’s Family Office division, working out of HB’s Palm Beach Gardens office. He specializes in guiding Family Office clients through the intricacies of their financial planning, offering tailored solutions to meet their diverse and complex needs.

He brings seven years of valuable experience from the SEI Private Wealth Management division in Oaks, PA where he was an Account Manager who oversaw the daily responsibilities and aided in providing advice to ultra-high-net-worth families.

He is a proud alumnus of Bucknell University, where he received a bachelor’s degree in biology with a minor in economics. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2022.

Originally from Philadelphia, and now residing in South Florida, Samuel enjoys various activities. He cherishes moments spent playing golf alongside his family, pickleball matches with friends, passionately supporting Philly sports teams, and the thrill of shark tooth hunting on the beach with his wife, Zina.

 

Billy Levine

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Billy Levine is a Senior Wealth Advisor & Shareholder in HB Wealth’s Family Office division. He works with a variety of wealthy families to manage the responsibilities and opportunities of their wealth across generations. Billy brings over 19 years of experience in wealth management to his clients, serving as a lead advisor to multi-generational families, executives, and business owners.

Before joining HB Wealth, Billy was a Senior Wealth Advisor at Truist Wealth, managing the Atlanta office of SunTrust Private Wealth for 3 years and then serving as lead advisor for a small group of distinguished families. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank. Billy’s career in financial services includes his role in investment banking with SunTrust Robinson Humphrey where he delivered M&A and capital raising advice to growth companies and family businesses.

An Atlanta native, Billy is deeply committed and involved in civic activities in the Atlanta community. He currently serves on the Board of Trustees of Westminster. He is also a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. Previously, he served on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He is a member of the Rotary Club of Atlanta and has served in a variety of club leadership positions. He serves on the American Jewish Committee’s Atlanta Board of Councilors as well as the Chick-fil-A Peach Bowl Board of Advisors. Billy is an active member of The Temple, where he is the Chair of the Lynne & Howard Halpern Endowment Fund Board.

Billy earned his BA in Economics from Boston University and his MBA from The University of Chicago Booth School of Business with a concentration in finance and accounting.

In his free time, Billy enjoys traveling, golf, skiing, musical theater, and pretty much any Atlanta sports team.